CRM services and solutions

Tired of tools that don’t talk to each other? We design CRM systems that do. At Innowise, we centralize your sales, marketing, and service data so your pipeline flows, your forecasts stop misleading you, and your team gets a complete customer view.

50+

launched CRM projects

60+

in-house CRM experts

75%

mid & senior-level specialists

We're an accredited partner you can trust

We’re certified to work with Microsoft Azure, Odoo, and Salesforce and know how to customize, integrate, and scale these platforms strategically. That gives you better pricing, faster onboarding, and direct access to expert support through our partner status.

Microsoft Solutions Partner Data.
Microsoft Solutions Partner Digital.
Microsoft Infrastrusture Azure.
Salesforce Partner.
Odoo Ready Partner.
HubSpot Partnership Provider.

Our CRM case studies

Omnichannel investment platform development
We built a feature-rich financial application to govern bank deposits, stock investments, asset portfolios, pension savings, and more under one roof.
MedSpa Network website redesign and rebuild
2 months from kickoff to launch
3-5 leads per week up from 1 per month
View case study
Client review
View case study
Client review logo. Client review
MedSpa Network website redesign and rebuild.
AI bot for TBC Bank marketing campaign
Innowise built a bilingual Telegram bot that generates AI selfies with TBC Bank's football-star brand ambassador.
3,000 users engaged
2 languages supported
View case study
Client review
View case study
Client review logo. Client review
AI Telegram bot..
Defining the product strategy for Bitlendex’s bitcoin lending platform
Innowise conducted a discovery phase for Bitlendex, helping the client transform an early-stage product concept into a validated business model and clearly defined MVP.
1 month for a full discovery phase
Financial advisory system for Bonnfinanz
Innowise helped Bonnfinanz to build a web-based advisory and administration system that supports mobile working and direct interaction with the client.
EV charging platform with flexible billing
Innowise helped modernize SMART/LAB’s e-mobility platform by enhancing its billing, payment, transaction management, and reporting capabilities.
>50% faster billing and payment processing
FinXP’s cloud-native DevOps transformation
Innowise helped FinXP modernize its financial services infrastructure by migrating legacy PHP-based APIs and applications to a cloud-native architecture.
11 apps moved to Azure App Service
100% Infrastructure as Code
Technical SEO for e-commerce platform
Innowise addressed critical technical SEO and performance issues across Officine 08’s e-commerce platform.
<500 ms server response time
5 months to complete the project
View case study
Client review
View case study
Client review logo. Client review
Technical SEO for e-commerce platform.
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Our CRM services

  • CRM consulting
  • CRM implementation
  • CRM development
  • Integration
  • Migration
  • Testing & QA
  • Support & modernization

CRM consulting

We review how your company sells, delivers, and bills. Based on that, we recommend the platform and configuration that will fit your business better. What you can expect:

  • A platform recommendation matched to your firm's delivery model and budget
  • A configuration plan, including pipeline stages, billing rules, and integrations before implementation
  • A clear view of implementation costs and timeline before you commit
See our CRM consulting services

CRM implementation

Our team sets up a platform end-to-end, including configuration, data structure, user roles, and workflows built around your operations. We deliver:

  • A CRM configured around your pipeline stages, billing model, and approvals
  • User roles and permissions set up to match how your teams work
  • A system ready for adoption at go-live
See our CRM implementation services

Custom CRM development

When no off-the-shelf platform supports your processes, we build the functionality from the ground up. If you have unique matter types, compliance workflows, or delivery models, custom development provides:

  • CRM functionality built around workflows your platform can't support
  • No dependency on a third-party's feature roadmap or pricing changes
  • A system that fits your delivery model instead of your delivery model bending to fit the software
See our CRM development services

Integration

We connect your CRM to the systems in place, such as ERP, accounting, HR, document storage, calendar, and communication tools. When systems are integrated, the data moves without manual re-entry, including:

  • Client, project, and financial data is consistent across systems
  • Time and expense data flowing from the CRM straight into invoicing
  • Less manual re-entry, and fewer errors from data that drifted out of sync between tools
See our CRM integration services

Migration

Our team will help you move off spreadsheets, a legacy CRM, or a previous implementation partner's setup, with data validated at every step. We focus on:

  • Client records, contract terms, and billing history preserved accurately in the new system
  • A validated dataset, checked for accuracy before go-live
  • Minimal disruption to active client relationships during the switch

Testing & QA

Before go-live, we test workflows, integrations, and data accuracy under real usage conditions. Issues surface in staging, not in front of your clients. We make sure that:

  • Workflows and automations are verified to behave as configured
  • Integration points tested for data accuracy between the connected systems
  • Fewer post-launch fixes and less disruption to daily operations after go-live

Support & modernization

Innowise provides ongoing support after go-live, upgrades, and reconfiguration as your processes change, so the CRM keeps matching how you work. Our service includes, but is not limited to:

  • Issues resolved with defined response times
  • A system that gets reconfigured as your processes change
  • One point of contact for ongoing support, upgrades, and custom development

CRM consulting

We review how your company sells, delivers, and bills. Based on that, we recommend the platform and configuration that will fit your business better. What you can expect:

  • A platform recommendation matched to your firm's delivery model and budget
  • A configuration plan, including pipeline stages, billing rules, and integrations before implementation
  • A clear view of implementation costs and timeline before you commit
See our CRM consulting services

CRM implementation

Our team sets up a platform end-to-end, including configuration, data structure, user roles, and workflows built around your operations. We deliver:

  • A CRM configured around your pipeline stages, billing model, and approvals
  • User roles and permissions set up to match how your teams work
  • A system ready for adoption at go-live
See our CRM implementation services

Custom CRM development

When no off-the-shelf platform supports your processes, we build the functionality from the ground up. If you have unique matter types, compliance workflows, or delivery models, custom development provides:

  • CRM functionality built around workflows your platform can't support
  • No dependency on a third-party's feature roadmap or pricing changes
  • A system that fits your delivery model instead of your delivery model bending to fit the software
See our CRM development services

Integration

We connect your CRM to the systems in place, such as ERP, accounting, HR, document storage, calendar, and communication tools. When systems are integrated, the data moves without manual re-entry, including:

  • Client, project, and financial data is consistent across systems
  • Time and expense data flowing from the CRM straight into invoicing
  • Less manual re-entry, and fewer errors from data that drifted out of sync between tools
See our CRM integration services

Migration

Our team will help you move off spreadsheets, a legacy CRM, or a previous implementation partner's setup, with data validated at every step. We focus on:

  • Client records, contract terms, and billing history preserved accurately in the new system
  • A validated dataset, checked for accuracy before go-live
  • Minimal disruption to active client relationships during the switch

Testing & QA

Before go-live, we test workflows, integrations, and data accuracy under real usage conditions. Issues surface in staging, not in front of your clients. We make sure that:

  • Workflows and automations are verified to behave as configured
  • Integration points tested for data accuracy between the connected systems
  • Fewer post-launch fixes and less disruption to daily operations after go-live

Support & modernization

Innowise provides ongoing support after go-live, upgrades, and reconfiguration as your processes change, so the CRM keeps matching how you work. Our service includes, but is not limited to:

  • Issues resolved with defined response times
  • A system that gets reconfigured as your processes change
  • One point of contact for ongoing support, upgrades, and custom development
Hays logo.Spar logo. Tietoevry logo. BS2 logo. Digital science logo. GMV. CBQK.QA logo. Topcon logo.NTT Data logo. Familux Resorts logo. LAPRAAC logo.
Hays logo.Spar logo. Tietoevry logo. BS2 logo. Digital science logo. GMV. CBQK.QA logo. Topcon logo.NTT Data logo. Familux Resorts logo. LAPRAAC logo.
Hays logo.Spar logo. GMV. Tietoevry logo. BS2 logo. Digital science logo. CBQK.QA logo. GMV.
Hays logo.Spar logo. GMV. Tietoevry logo. BS2 logo. Digital science logo. CBQK.QA logo.
Topcon logo.NTT Data logo. Familux Resorts logo. LAPRAAC logo.
Topcon logo.NTT Data logo. Familux Resorts logo. LAPRAAC logo.

CRM platforms we work with

Salesforce offers unmatched flexibility with deep customization, AI-powered insights, and a massive ecosystem of third-party apps.

Key features: deep customization, automation, Einstein AI

Best for: large enterprises with complex pipelines and layered workflows

MS Dynamics 365 connects CRM with ERP for end-to-end visibility across operations, finance, and sales.

Key features: sales + ERP sync, Power BI dashboards

Best for: orgs invested in the Microsoft stack

Zoho CRM delivers great value with a wide toolset out of the box, plus strong marketing automation and pipeline features.

Key features: sales automation, marketing features, fast setup

Best for: SMBs needing quick, budget-friendly CRM

SAP supports complex B2B workflows and deep supply chain integration, all under one global-grade infrastructure.

Key features: lead-to-cash, order tracking, role-based access

Best for: enterprises with supply chain or B2B focus

HubSpot blends CRM with marketing and content tools, offering easy onboarding and no-code automation that scales.

Key features: sales pipeline management, lead management, email drip campaigns, sales process tracking, CMS integration

Best for: B2B/B2C companies looking to align marketing and sales teams

Odoo is a modular CRM with open-source flexibility, ideal for building exactly what you need, nothing you don’t.

Key features: fully customizable, integrated with Odoo ERP

Best for: teams needing backend flexibility + ERP integration

Monday Sales CRM

Monday CRM offers a visual sales workflow, which is great for teams who want to track every deal stage, collaborate, and move fast.

Key features: visual pipelines, task automation, team dashboards

Best for: creative and agile teams needing visibility across the sales cycle

SugarCRM

SugarCRM lets you dig deep into customer journeys with powerful data models and customization options.

Key features: deep reporting, custom logic, flexible data models

Best for: data-heavy organizations with unique sales cycles

Creatio is an AI-native platform with built-in no-code automation for sales, marketing, and customer service.

Key features: AI agents, marketing, sales & service management, no-code workflow automation

Best for: organizations needing a flexible CRM with advanced process automation

Don’t let CRM bottlenecks slow you down

Work with a CRM solutions company that builds smarter systems aligned with your business goals.

Enhance your operations with CRM solutions

Automate CRM workflows Workflow automation icon.
Boost customer engagement Customer engagement icon.
Enhance data management Data management icon.
Streamline team communication Connected team icon.
Personalize customer experience Personalized customer experience icon.
Optimize lead management Lead management icon.
Integrate with business tools Business tools integration icon.
Improve sales forecasting Sales forecasting icon.
Unify reporting & analytics Reporting and analytics icon.

CRM integration capabilities

Your CRM platform

  • ERPOrder & finance
  • MarketingCampaign leads
  • EcommerceOrders, catalog
  • CommunicationEmail & chat
  • SupportCase history
  • AnalyticsReports & BI
  • Data platformsWarehouses, ETL

Why choose Innowise as your CRM provider

A CRM should be the operational brain of your business, not just a contact list. We build systems that truly reflect how your teams work and scale as your operations grow.

Strategy-first approach

We map your real workflows before touching code — so you’re not stuck with someone else’s template.

End-to-end delivery

From planning to launch to post-support, we handle it all, and you stay informed at every stage.

Industry expertise

We’ve delivered 40+ CRM projects across finance, healthcare, retail, SaaS, and more. We speak your language.

Fast, agile execution

Get working modules early. Test and adapt in real time. Launch faster, with fewer surprises.

Flexible engagement

Need a full build? Just consulting? A few experts? We scale to your needs and budget.

Global reach, local response

Distributed teams across time zones. Local leads who know your business inside out.

Our partnerships

Salesforce partner

20+ certified experts

SAP partner

Certified
42+ certified experts

HubSpot partner

Certified
25+ HubSpot experts

Creatio partner

20+ Creatio experts

Run your project at a pace that suits you

We adapt our CRM delivery process to match your business rhythm. Every stage is clearly defined, so you stay in control without surprises.

What our customers think

All testimonials (64)

Innowise’s work met all expectations. The team was efficient, prompt, and on top of their project deliverables. Customers can expect an experienced team that offers an array of business services.
Alice Bodnar
COO, FarOut (former Atlas Guides)
5.0
Read full review
See project details
They were flexible with my project management requirements, bringing on developers when we needed to double down. The developers worked super hard, sometimes around the clock with me, to get our project done.
Alex Friedman
CEO, Switchbackr Worldwide, Inc.
5.0
Read full review
See project details
Innowise team succeeded where many other professionals failed before them, integrating very well into the day-to-day activities and delivering with good standing and autonomy. Thanks to their team we increased bug resolution speed by more than 10%, delivering better and on time.
Ing. Ignazio Locatelli
CEO, CodeLand S.r.l.
5.0
Read full review
See project details

FAQ

Innowise offers the full CRM lifecycle: consulting, implementation and configuration, custom development, integration, data migration, testing and QA, and ongoing support and modernization afterward. We work across Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, Odoo, Creatio, and develop custom platforms.

It depends on your size, sales process, and existing technology stack. Salesforce and Dynamics 365 fit organizations with complex, multi-stage sales or delivery processes and a need for deep customization. HubSpot and Zoho are better for smaller teams that want faster deployment and lower cost per seat. When workflows are too specific for a standard configuration, consider Creatio or custom development. We offer consulting services to answer this question for your specific situation.

A ready-made platform, configured around your processes, is faster to deploy and less expensive to maintain long-term. Custom development makes sense when your processes genuinely don't map onto any platform. We assess this during consulting before recommending a path.

Yes. We connect CRM systems to ERP, accounting software, HR and resource management tools, communication platforms, calendars, and document storage, so data is shared between systems. The specific integration approach depends on what’s already in place.

Yes. We ensure data validation at each step, so client records, contract history, and other critical data are migrated accurately into the new system. This applies to any scenario: moving from another CRM, from spreadsheets, or consolidating multiple disconnected tools into one platform.

Yes. Support continues after go-live and includes bug fixes, updates, and troubleshooting. As your processes change, we also reconfigure workflows, add new integrations, or upgrade to a newer platform version.

Innowise holds ISO 9001, ISO 27001, and ISO 13485 certifications that confirm our quality management, information security, and medical device software standards. For CRM projects, that translates into access controls, data encryption, and configuration practices aligned with the compliance requirements relevant to your industry.

Yes. Depending on the platform, this includes built-in AI features like Salesforce's Einstein, Creatio's AI agents for account research, quoting, and service case handling, or Dynamics 365's predictive scoring and conversation intelligence. Also, we build and integrate custom AI functionality for a specific use case the platform doesn't cover natively.

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